Create New Database

When you create a new database, the Install Wizard gives you the option to "Create Period Calendars on completion".

1. Click Next to see the final page of the Install Wizard.
2. After you click Finish, the Period Calendars Creation Tool appears.

   This example creates a 2013-2014 weekly period calendar for an Australian database.

3. Enter the following values:

   Field	Values
   Details tab
   Period	W
   Description	Weekly
   Frequency	Weekly
   Payment date is	After Period End Date
   Days	0
   If date on weekend	Pay Before
   Start date of first PTD	01/07/2013
   Start period number	1
   Number of periods required	52
   Number of tax periods in year	1
   Start date of tax PTD	01/07/2013
   Start date of MTD	01/07/2013
   Start date of financial YTD	01/07/2013
   Start date of super PTD	01/07/2013
   Link PTD by tab
   Accept the default values

4. Click Generate Codes to see the Code and Description templates.

   

5. Click Preview Only.

   The log shows the records, codes and calendar that will be created.

   For example:

   173 Period Sequence Calendar Details

   174 --------------------------------

   175

   176 PTD Start Date End Date Pay Date Tax PTD MTD YTD Fin. YTD Super PTD Super QTD FB YTD

   177 --------------------------------------------------------------------------------------------------------------------------------------------

   178 W14.01 01/07/2013 07/07/2013 05/07/2013 T1314 M14.01 TY1314 FY1314 S14.01 SQ1314.01 FB1314

   179 W14.02 08/07/2013 14/07/2013 12/07/2013 T1314 M14.01 TY1314 FY1314 S14.01 SQ1314.01 FB1314

   180 W14.03 15/07/2013 21/07/2013 19/07/2013 T1314 M14.01 TY1314 FY1314 S14.01 SQ1314.01 FB1314

   It also shows that no errors were found so the Run Update button is enabled.

   231 CALENDAR WAS CREATED IN PREVIEW MODE ONLY - NO ERRORS WERE FOUND.

6. Close the log and click Run Update.

   A message appears:

   

7. Click Yes.

   The log shows the records and codes that were created, and it contains the following messages at the end.

   231 All details passed validation - creating calendar

   232 -------------------------------------------------

   233

   234 CALENDAR WAS SUCCESSFULLY CREATED.

   235 ----------------------------------

8. Close the log.

You could now repeat this process to create other period calendars, such as fortnightly or monthly.

Note: If the other period calendars are similar to the first, you could use Find History to load settings for the first period calendar and then change the settings as required. See Create 'Duplicate' Calendar.

The Preview Only log will show that most records already exist. For example:

65 Period MTDs Entity Details

66 --------------------------

67

68 Code Description Start Date End Date

69 ----------------------------------------------------------------------------------------

70 M14.01 July 2013 01/07/2013 31/07/2013 (Period already exists)

71 M14.02 August 2013 01/08/2013 31/08/2013 (Period already exists)

Topic: 34075